BOK Financial Private Wealth’s Sherwin-Williams SHW Stock Holding History

BOK Financial Private Wealth’s Portfolio SHW Stock Details SHW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4	Closed	-$1.36K	–	640
2024 Q4	$1.36K	Buy	+4	New	+$1.49K	﹤0.01%	475
2022 Q1	–	Sell	-800	Closed	-$282K	–	334
2021 Q4	$282K	Buy	+800	New	+$259K	0.02%	241

Other funds holding SHW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

BOK Financial Private Wealth's SHW Position: Q1 2025 in Review

BOK Financial Private Wealth sold out of Sherwin-Williams (SHW) in Q1 2025, closing a stake of 4 shares — an estimated $1.36K sold.

BOK Financial Private Wealth first reported a position in SHW in Q4 2021 and held it in 2 quarters. The position peaked at $282K in Q4 2021. 1,649 funds tracked by Wall St. Rank hold SHW as of Q1 2025.

BOK Financial Private Wealth reported no remaining Sherwin-Williams position as of Q1 2025 after selling out during the quarter.
BOK Financial Private Wealth sold 4 Sherwin-Williams shares in Q1 2025, an estimated $1.36K.
BOK Financial Private Wealth first reported a position in Sherwin-Williams in Q4 2021 and held it in 2 quarters.
BOK Financial Private Wealth's Sherwin-Williams position peaked at $282K in Q4 2021.
1,649 funds tracked by Wall St. Rank held Sherwin-Williams as of Q1 2025.

Based on BOK Financial Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.